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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
676
BDO Wealth Advisors
Florida
$103K -$1.76K -39 -2%
HIA
677
Harbor Investment Advisory
Maryland
$101K +$94.3K +2,087 New
MRCM
678
M&R Capital Management
New Jersey
$95K
WC
679
Whitnell & Co
Illinois
$92K
CT
680
Caldwell Trust
Florida
$87.8K +$82.3K +1,822 New
AF
681
Advisornet Financial
Minnesota
$86K -$5.74K -127 -7%
BWM
682
BerganKDV Wealth Management
Minnesota
$86K +$81K +1,794 New
O
683
Ossiam
France
$85K -$90.9K -2,013 -53%
CB
684
CNB Bank
Pennsylvania
$82K +$32.1K +710 +71%
CFG
685
Citizens Financial Group
Rhode Island
$79K -$1.26K -28 -2%
TSW
686
Thompson Siegel & Walmsley
Virginia
$77K
FGAM
687
Financial Gravity Asset Management
Texas
$76K -$14.7K -326 -39%
Loomis, Sayles & Company
688
Loomis, Sayles & Company
Massachusetts
$76K +$6.14K +136 +9%
AA
689
Argent Advisors
Louisiana
$76K +$70.2K +1,554 New
TF
690
TimeScale Financial
Massachusetts
$75K +$7.27K +161 +11%
CYG
691
Clean Yield Group
Vermont
$74K
CIA
692
CSat Investment Advisory
Michigan
$74K +$14.2K +315 +26%
GDP
693
Great Diamond Partners
Maine
$74K +$70.1K +1,552 New
AssetMark Inc
694
AssetMark Inc
California
$70K
AA
695
Ancora Advisors
Ohio
$68K +$63.8K +1,413 New
GLI
696
Guardian Life Insurance
New York
$66K +$813 +18 +1%
M
697
MOTCO
Texas
$65K
CFGS
698
Concourse Financial Group Securities
Alabama
$64K +$7.27K +161 +14%
PMFA
699
Plante Moran Financial Advisors
Michigan
$63K -$14.5K -320 -20%
SIAS
700
Shine Investment Advisory Services
Colorado
$61K +$6.1K +135 +12%